Wolff Financial Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
1,815
| – | – | 0.06% | 94 |
|
|
2025
Q1 | $224K | Hold |
1,815
| – | – | 0.06% | 91 |
|
|
2024
Q4 | $207K | Hold |
1,815
| – | – | 0.06% | 92 |
|
|
2024
Q3 | $239K | Buy |
+1,815
| New | +$239K | 0.06% | 92 |
|
|
2024
Q2 | – | Sell |
-1,815
| Closed | -$296K | – | 76 |
|
|
2024
Q1 | $296K | Hold |
1,815
| – | – | 0.09% | 83 |
|
|
2023
Q4 | $242K | Hold |
1,815
| – | – | 0.07% | 88 |
|
|
2023
Q3 | $218K | Buy |
+1,815
| New | +$218K | 0.07% | 90 |
|
|
2020
Q1 | – | Sell |
-2,110
| Closed | -$235K | – | 83 |
|
|
2019
Q4 | $235K | Hold |
2,110
| – | – | 0.16% | 78 |
|
|
2019
Q3 | $216K | Buy |
+2,110
| New | +$216K | 0.16% | 78 |
|